Civic Intelligence

M & R Foundation

EIN 64-0855124 • Spencer, TN

Pub. 78 Eligible
6506 Baker Mountain RoadSpencer, TN 38585
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

99th percentile

102%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

20th percentile

-43%

Faster asset growth than 20% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$30,679

Down $14,770 (-32%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$30,679

Down $14,770 (-32%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Up

-$14,074

Up $17,636 (+56%) from 2023

Expenses

Up

$2,036

Up $1,525 (+298%) from 2023

Net Income

Up

-$16,110

Up $16,111 (+50%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $11,806Liabilities 2011: $02011Assets 2012: $9,003Liabilities 2012: $02012Assets 2013: $8,962Liabilities 2013: $02013Assets 2014: $13,250Liabilities 2014: $02014Assets 2015: $14,286Liabilities 2015: $02015Assets 2019: $32,728Liabilities 2019: $02019Assets 2020: $63,356Liabilities 2020: $0Net Assets 2020: $63,3562020Assets 2021: $93,650Liabilities 2021: $0Net Assets 2021: $93,6502021Assets 2022: $79,985Liabilities 2022: $0Net Assets 2022: $79,9852022Assets 2023: $45,449Liabilities 2023: $0Net Assets 2023: $45,4492023Assets 2024: $30,679Liabilities 2024: $0Net Assets 2024: $30,6792024

Highlighted filing

2024

Assets$30,679
Liabilities$0
Net Assets$30,679
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$0-$20K-$40KRevenue 2011: $306Expenses 2011: $420Net Income 2011: -$1142011Revenue 2012: $301Expenses 2012: $464Net Income 2012: -$1632012Revenue 2013: $68Expenses 2013: $2,464Net Income 2013: -$2,3962013Revenue 2014: $275Expenses 2014: $1,464Net Income 2014: -$1,1892014Revenue 2015: $290Expenses 2015: $470Net Income 2015: -$1802015Revenue 2019: $75Expenses 2019: $1,464Net Income 2019: -$1,3892019Revenue 2020: $5,893Expenses 2020: $8,000Net Income 2020: -$2,1072020Revenue 2021: $1,241Expenses 2021: $5,982Net Income 2021: -$4,7412021Revenue 2022: -$12,670Expenses 2022: $472Net Income 2022: -$13,1422022Revenue 2023: -$31,710Expenses 2023: $511Net Income 2023: -$32,2212023Revenue 2024: -$14,074Expenses 2024: $2,036Net Income 2024: -$16,1102024

Highlighted filing

2024

Revenue-$14,074
Expenses$2,036
Net Income-$16,110
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,679
Liabilities
$0
Net assets
$30,679
Revenue
-$14,074
Expenses
$2,036
Net income
-$16,110
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$14.1$2.04$16.1
2023Detailed filing. Detailed filing data is available for this year.$45.4$0.00$45.4$31.7$0.51$32.2
2022Detailed filing. Detailed filing data is available for this year.$80.0$0.00$80.0$12.7$0.47$13.1
2021Detailed filing. Detailed filing data is available for this year.$93.7$0.00$93.7$1.24$5.98$4.74
2020Detailed filing. Detailed filing data is available for this year.$63.4$0.00$63.4$5.89$8.00$2.11
2019Summary only. Only limited summary data is available for this year.$32.7$0.00$0.08$1.46$1.39
2015Summary only. Only limited summary data is available for this year.$14.3$0.00$0.29$0.47$0.18
2014Summary only. Only limited summary data is available for this year.$13.3$0.00$0.28$1.46$1.19
2013Summary only. Only limited summary data is available for this year.$8.96$0.00$0.07$2.46$2.40
2012Summary only. Only limited summary data is available for this year.$9.00$0.00$0.30$0.46$0.16
2011Summary only. Only limited summary data is available for this year.$11.8$0.00$0.31$0.42$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 5, 2024
Return Version
2024v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD SHERRILLCo-Trustee-$0--
MICHAEL ALLENCo-Trustee-$0--
JOE DICKCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-MedicalPFKnoxville, TN, US$1,000
Paid Grant-Educational ScholarshipsPFSheffield, AL, US$500
Filing and Contact Details

Filer

Filer Name
M & R Foundation
EIN
64-0855124
In Care Of
% JOE L DICK
Phone
6016223707
Address
6506 BAKER MOUNTAIN ROAD, Spencer, TN 38585

Signing Officer

Name
Joe L Dick
Title
Co-trustee
Phone
6016223707
Signed
2024-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Valley Associates Ii
Address
6506 BAKER MOUNTAIN ROAD, Spencer, TN 38585
Preparer
Joe L Dick
Phone
6016223707
Raw XML Appendix247 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0641
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0859
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01356
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0715
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0859
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE L DICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06016223707
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0M & R FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0M&RF
ReturnHeader/Filer/EIN0640855124
ReturnHeader/Filer/InCareOfNm0% JOE L DICK
ReturnHeader/Filer/PhoneNum06016223707
ReturnHeader/Filer/USAddress/AddressLine1Txt06506 BAKER MOUNTAIN ROAD
ReturnHeader/Filer/USAddress/CityNm0Spencer
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038585
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0332706565
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VALLEY ASSOCIATES II
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06506 BAKER MOUNTAIN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spencer
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038585
ReturnHeader/PreparerPersonGrp/PhoneNum06016223707
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOE L DICK
ReturnHeader/ReturnTs02025-03-19T08:12:27-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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